Micron’s blockbuster results are putting semiconductors in the spotlight. Professor Kwon Young-ha breaks down the AI data-center boom, Samsung Foundry’s potential turnaround, HBM demand, and China’s growing competition. Get the big-picture insights before Part Two dives deeper into HBM.
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0:00 - Opening Preview and Introduction
0:36 - Micron Earnings and Semiconductor Demand
3:05 - Samsung Foundry Outlook and Yield Progress
7:41 - Samsung as a Foundry Alternative
11:24 - Three-Vendor Strategy and Market Growth
14:13 - HBM and Exynos Foundry Turnaround
15:21 - China’s Memory Progress and the EUV Gap
19:27 - Semiconductor Sectors to Watch
